NPCT Institutional Ownership & Shareholders
NUVEEN CORE PLUS IMPACT (NPCT) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $81.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of NPCT tracked by InsiderSet, reporting ownership valued at approximately $27.09M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.28M, representing an estimated loss of -10.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed NPCT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Atlas Wealth Llc, Penserra Capital Management Llc, and several other long-term asset managers with concentrated positions in NUVEEN CORE PLUS IMPACT (NPCT).
This page ranks the largest institutional NPCT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$81.14M
Largest Holder
Morgan Stanley
Largest Position
$27.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,674,133 | $27,088,984 | $24,281,128 | -$2,807,856 | -10.37% | |
| Atlas Wealth Llc | 2.22% | 1,535,428 | $15,553,886 | $13,941,686 | -$1,612,200 | -10.37% | |
| Penserra Capital Management Llc | 0.06% | 814,982 | $8,255,000 | $7,400,037 | -$854,963 | -10.36% | |
| Guggenheim Capital Llc | 0.03% | 485,099 | $4,914,053 | $4,404,699 | -$509,354 | -10.37% | |
| Captrust Financial Advisors | 0.01% | 484,030 | $4,903,226 | $4,394,992 | -$508,234 | -10.37% | |
| Sit Investment Associates Inc | 0.07% | 382,175 | $3,871,000 | $3,470,149 | -$400,851 | -10.36% | |
| Wells Fargo & Company/Mn | 0.00% | 324,495 | $3,287,139 | $2,946,415 | -$340,724 | -10.37% | |
| Stifel Financial Corp | 0.00% | 259,972 | $2,633,503 | $2,360,546 | -$272,957 | -10.36% | |
| Bank Of America Corp | 0.00% | 176,408 | $1,787,010 | $1,601,785 | -$185,225 | -10.37% | |
| Flagship Harbor Advisors, Llc | 0.04% | 120,802 | $1,108,964 | $1,096,882 | -$12,082 | -1.09% | |
| Lpl Financial Llc | 0.00% | 100,542 | $1,018,494 | $912,921 | -$105,573 | -10.37% | |
| Osaic Holdings, Inc. | 0.00% | 90,163 | $913,452 | $818,680 | -$94,772 | -10.38% | |
| Royal Bank Of Canada | 0.00% | 76,707 | $777,000 | $696,500 | -$80,500 | -10.36% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.08% | 68,731 | $696,248 | $624,077 | -$72,171 | -10.37% | |
| Invesco Ltd. | 0.00% | 62,441 | $632,527 | $566,964 | -$65,563 | -10.37% | |
| Pfg Investments, Llc | 0.01% | 37,461 | $379,484 | $340,146 | -$39,338 | -10.37% | |
| Evolve Private Wealth, Llc | 0.02% | 36,196 | $369,910 | $328,660 | -$41,250 | -11.15% | |
| Hrt Financial Lp | 0.00% | 31,404 | $318,000 | $285,148 | -$32,852 | -10.33% | |
| Seacrest Wealth Management, Llc | 0.03% | 32,491 | $298,267 | $295,018 | -$3,249 | -1.09% | |
| Raymond James Financial Inc | 0.00% | 28,502 | $288,729 | $258,798 | -$29,931 | -10.37% | |
| Readystate Asset Management Lp | 0.01% | 24,509 | $248,276 | $222,542 | -$25,734 | -10.37% | |
| Closed-End Fund Advisors, Inc. | 0.23% | 22,888 | $231,855 | $207,823 | -$24,032 | -10.37% | |
| Ubs Group Ag | 0.00% | 22,415 | $227,064 | $203,528 | -$23,536 | -10.37% | |
| Xtx Topco Ltd | 0.00% | 20,909 | $211,808 | $189,854 | -$21,954 | -10.37% | |
| Nomura Holdings Inc | 0.00% | 16,000 | $162,080 | $145,280 | -$16,800 | -10.37% | |
| Uhlmann Price Securities, Llc | 0.01% | 15,879 | $160,855 | $144,181 | -$16,674 | -10.37% | |
| Savant Capital, Llc | 0.00% | 11,512 | $116,963 | $104,529 | -$12,434 | -10.63% | |
| Mercer Global Advisors Inc | 0.00% | 10,759 | $108,992 | $97,692 | -$11,300 | -10.37% | |
| &Partners | 0.00% | 10,068 | $101,987 | $91,417 | -$10,570 | -10.36% | |
| Us Bancorp \De\ | 0.00% | 9,132 | $92,507 | $82,919 | -$9,588 | -10.37% | |
| Ameritas Advisory Services, Llc | 0.00% | 8,315 | $84,231 | $75,500 | -$8,731 | -10.37% | |
| Fifth Third Bancorp | 0.00% | 6,404 | $64,873 | $58,148 | -$6,725 | -10.37% | |
| Corecap Advisors, Llc | 0.00% | 5,000 | $45,900 | $45,400 | -$500 | -1.09% | |
| Larson Financial Group Llc | 0.00% | 3,720 | $37,684 | $33,778 | -$3,906 | -10.37% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 4,082 | $37,473 | $37,065 | -$408 | -1.09% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 3,287 | $30,175 | $29,846 | -$329 | -1.09% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 2,415 | $22,170 | $21,928 | -$242 | -1.09% | |
| Wpg Advisers, Llc | 0.01% | 2,047 | $18,791 | $18,587 | -$204 | -1.09% | |
| Quent Capital, Llc | 0.00% | 1,500 | $15,195 | $13,620 | -$1,575 | -10.37% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 1,388 | $13,838 | $12,603 | -$1,235 | -8.92% | |
| Highline Wealth Partners Llc | 0.00% | 1,000 | $9,180 | $9,080 | -$100 | -1.09% | |
| Rockefeller Capital Management L.P. | 0.00% | 521 | $5,278 | $4,731 | -$547 | -10.37% | |
| Mark Sheptoff Financial Planning, Llc | 0.00% | 500 | $5,065 | $4,540 | -$525 | -10.37% | |
| Cwm, Llc | 0.00% | 423 | $4,309 | $3,841 | -$468 | -10.86% | |
| Assetmark, Inc | 0.00% | 58 | $532 | $527 | -$5 | -1.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 21,952 | $202 | $199,324 | +$199,122 | +98575.33% | |
| United Community Bank | 0.00% | 9 | $83 | $82 | -$1 | -1.54% | |
| Fny Investment Advisers, Llc | 0.00% | 600 | $5 | $5,448 | +$5,443 | +108860.00% |
Frequently asked questions about NPCT
Who are the largest institutional holders of NPCT?
The largest institutional holders of NPCT reported in the latest SEC Form 13F filings include Morgan Stanley, Atlas Wealth Llc, Penserra Capital Management Llc, Guggenheim Capital Llc, and Captrust Financial Advisors. InsiderSet ranks institutional holders by their latest reported NPCT position.
What is NPCT institutional ownership?
This page tracks NPCT positions reported by institutional investment managers through SEC Form 13F. NUVEEN CORE PLUS IMPACT (NPCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NPCT?
InsiderSet currently tracks 48 institutional managers reporting NPCT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NPCT shareholders.
How much NPCT stock do institutions own?
Institutional investment managers disclosed approximately $81.14M in NPCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NPCT institutional ownership last updated?
The latest NPCT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NPCT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NPCT position after the reporting date.
Are institutions buying or selling NPCT?
Institutional buying and selling can be analyzed by comparing NPCT positions across consecutive 13F reporting periods. InsiderSet's NPCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NPCT ownership changes.
How has NPCT institutional ownership changed over time?
InsiderSet tracks NPCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.